> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Terms and conditions via Docusign

> Create and deliver Anchorage Digital branded terms and conditions to end clients via Docusign.

This flow creates Anchorage Digital branded terms and conditions through Docusign for end clients to review and sign. Agreements are attached to a subaccount onboarding application.

<Steps>
  <Step title="Create new terms and conditions for a signer">
    **`POST /v2/onboarding/agreements/{agreementType}`** with `agreementType` set to `terms`.

    | **Tag**              | **Description**                                            | **Required** | **Type** | **Value restrictions**                              |
    | :------------------- | :--------------------------------------------------------- | :----------- | :------- | :-------------------------------------------------- |
    | legalEntityName      | legal entity name                                          | Yes          | String   |                                                     |
    | signerFirstName      | signer's first name                                        | Yes          | String   |                                                     |
    | signerLastName       | signer's last name                                         | Yes          | String   |                                                     |
    | signerEmail          | signer's email address                                     | Yes          | String   | valid e-mail address                                |
    | termsAgreementFormat | agreement format                                           | Yes          | String   | `docusign` (`anchorage` format has been deprecated) |
    | returnUrl            | URL to redirect to once terms and conditions are accepted  | No           | String   |                                                     |
    | frameAncestorress    | URL where the terms and conditions link should be embedded | No           | String   |                                                     |

    A unique `termsAgreementId` is returned, which will be used in an end client onboarding application. A Docusign signed and timed `url` is also returned. A new signed URL is returned on each GET call as long as the terms are still `IN_PROGRESS`.

    <Note>
      Anchorage Digital supports Docusign's Embedded Signing integration, which allows immediate signing within an app or website. Signed URLs are valid for **5 minutes** (a Docusign limit that cannot be changed) and should be generated immediately before use. If a URL expires, request a new one with a subsequent GET call to the agreement endpoint. All agreements must reflect a status of `COMPLETE` before submitting the full onboarding application. See [Docusign embedded signing documentation](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/embedded-signing/) for details.
    </Note>
  </Step>

  <Step title="Check the status or generate a new signed URL">
    **`GET /v2/onboarding/agreements/{agreementType}/{agreementId}`** with `agreementType` set to `terms` and `agreementId` set to the `termsAgreementId`.

    Returns details of the agreement, including `status`. If still `IN_PROGRESS`, a new Docusign signed URL is returned.
  </Step>
</Steps>

## Changelog

| Date          | Change                                            |
| :------------ | :------------------------------------------------ |
| June 10, 2025 | Updates for new onboarding API payloads and flows |
| May 1, 2025   | Initial version                                   |